Organize Intelligence in a Project
How-to guide for connecting resources, evidence, private knowledge, graphs, and chats to one Project.
Use this guide when a Project already exists and you need to keep its supporting material organized without crossing workspace boundaries.
Attach reports and profiles
Open Overview, use the resource search, choose a role, and attach the item. Supported resource types are reports, profiles, graph boards, and generated images. Y2 rejects an item that belongs to another owner or workspace, even if its identifier is supplied directly.
Use roles consistently:
- Knowledge for background material.
- Working for active analysis.
- Output for deliverables.
- Primary graph for the main graph board.
Preserve and classify evidence
Open Evidence to preserve citations from linked reports, capture a web source, add notes and tags, or mark an item important. Evidence lifecycle history records archive, restore, and prune actions. Trackers can classify future evidence by exact domain or URL prefix.
Pruning is intentionally stricter than archiving. Review downstream lineage before pruning a source that supports an assertion, report, graph object, or incident.
Add private knowledge
Open Knowledge and upload PDF, text, Markdown, Word, PowerPoint, Excel, OpenDocument, RTF, EPUB, or CSV files up to 10 MB. PDFs must contain selectable text because scanned pages requiring OCR are rejected. Uploaded content is indexed only for authorized Project-chat retrieval; it is not added to the global knowledge corpus. Archive a binding when the source should stop participating in retrieval, and restore it when needed.
Maintain the Project graph
Open Graph to create the persistent graph, or save an Explorer graph into the Project. Saving again merges nodes and edges by identifier. A Project graph supports up to 250 nodes and 500 edges.
Move an existing chat
Move only a chat you own in the active workspace. The target Project must also be active and owned by you. Once moved, future message access and background Agent Y2 work are checked against the Project boundary.
Archive completed work
Archive the Project when the objective is complete. Archiving removes it from active lists and blocks active-only operations without deleting its history. Restore it from the archived Projects view when work resumes.